The Bridge by iCapital https://thebridge.icapital.com The Bridge gives listeners a seat at the table with the leaders shaping what comes next. Hosted by Sonali Basak, each episode connects investing intelligence and insights with the underlying decisions and strategies shaping the markets.

]]> Wed, 06 May 2026 11:10:33 -0400 https://podbean.com/?v=5.5 en us Copyright 2026 All rights reserved. Business:Investing 1440 episodic iCapital iCapital 4fe62e50-48e2-11f1-8dbd-abeeb6ba97cf No false https://thebridge.icapital.com/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/22120668/THE_BRIDGE_KEY_ART_2048.jpg The Bridge by iCapital https://thebridge.icapital.com 144 144 The Bridge by iCapital The Bridge by iCapital https://thebridge.icapital.com/e/the-bridge-by-icapital/ https://thebridge.icapital.com/e/the-bridge-by-icapital/#comments Wed, 06 May 2026 11:10:33 -0400 thebridgebyicapital.podbean.com/c5859dee-9410-35fd-9edd-ffb6e4dc74cf The Bridge gives listeners a seat at the table with the leaders shaping what comes next. Hosted by Sonali Basak, Chief Investment Strategist at iCapital, each episode connects investing intelligence with the decisions and strategies shaping the markets.

]]> The Bridge gives listeners a seat at the table with the leaders shaping what comes next. Hosted by Sonali Basak, Chief Investment Strategist at iCapital, each episode connects investing intelligence with the decisions and strategies shaping the markets.

]]> iCapital false No 30 trailer The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t https://thebridge.icapital.com/e/the-bridge-ep-3-when-markets-over-rotate%e2%80%94and-innovation-doesn-t/ https://thebridge.icapital.com/e/the-bridge-ep-3-when-markets-over-rotate%e2%80%94and-innovation-doesn-t/#comments Tue, 05 May 2026 22:46:05 -0400 thebridgebyicapital.podbean.com/341a5d4b-d1a2-3981-b787-2fe1e699b98e In this episode of The Bridge by iCapital, Deven Parekh, Managing Partner at Insight Partners, joins host Sonali Basak, Chief Investment Strategist at iCapital, to unpack how AI is reshaping software investing — and why the next phase won’t be defined by hype, but by execution, durable moats, and who can adapt at speed.

They also explore why “AI vs. non‑AI” is becoming a false distinction, how markets over‑rotate on software sentiment, and what typically stops a runaway cycle: a meaningful miss that shifts demand expectations, tightens capital, and resets valuations.

]]> In this episode of The Bridge by iCapital, Deven Parekh, Managing Partner at Insight Partners, joins host Sonali Basak, Chief Investment Strategist at iCapital, to unpack how AI is reshaping software investing — and why the next phase won’t be defined by hype, but by execution, durable moats, and who can adapt at speed.

They also explore why “AI vs. non‑AI” is becoming a false distinction, how markets over‑rotate on software sentiment, and what typically stops a runaway cycle: a meaningful miss that shifts demand expectations, tightens capital, and resets valuations.

]]> iCapital false No 2228 3 full The Bridge Ep. 2: A Cambrian Explosion of Innovation The Bridge Ep. 2: A Cambrian Explosion of Innovation https://thebridge.icapital.com/e/the-bridge-ep-2-a-cambrian-explosion-of-innovation/ https://thebridge.icapital.com/e/the-bridge-ep-2-a-cambrian-explosion-of-innovation/#comments Tue, 05 May 2026 20:01:09 -0400 thebridgebyicapital.podbean.com/7f08ff8e-674d-3e74-9e05-cc6babbb3caf In this episode of The Bridge by iCapital, host Sonali Basak, Chief Investment Strategist at iCapital, sits down with Nouriel Roubini, Senior Economic Strategist at Hudson Bay, to reassess the long‑term outlook for the global economy, and why he believes the coming decade could be defined by the most powerful wave of innovation in human history.

The conversation also tackles the near‑term crosscurrents: geopolitical shocks, fiscal and monetary tension, labor disruption, and inflation anxiety. While these pressures may create short‑term volatility, Roubini argues they remain second‑order compared to the secular tailwind of technology reshaping the global economy.

]]> In this episode of The Bridge by iCapital, host Sonali Basak, Chief Investment Strategist at iCapital, sits down with Nouriel Roubini, Senior Economic Strategist at Hudson Bay, to reassess the long‑term outlook for the global economy, and why he believes the coming decade could be defined by the most powerful wave of innovation in human history.

The conversation also tackles the near‑term crosscurrents: geopolitical shocks, fiscal and monetary tension, labor disruption, and inflation anxiety. While these pressures may create short‑term volatility, Roubini argues they remain second‑order compared to the secular tailwind of technology reshaping the global economy.

]]> iCapital false No 2307 2 full The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy https://thebridge.icapital.com/e/the-bridge-ep-1-you-have-to-structure-the-deal-right%e2%80%94on-the-buy/ https://thebridge.icapital.com/e/the-bridge-ep-1-you-have-to-structure-the-deal-right%e2%80%94on-the-buy/#comments Tue, 05 May 2026 12:42:00 -0400 thebridgebyicapital.podbean.com/75f24f72-940d-3088-8d00-f2565110b917 In this episode of The Bridge by iCapital, Fortress Co‑CEO Jack Neumark joins Sonali Basak, Chief Investment Strategist at iCapital, to unpack how private credit is changing, where risk is commonly misunderstood, and why structure, underwriting, and downside protection matter more than ever.

From asset‑backed lending and real estate credit to the shifting role of banks and the return of lender leverage, Neumark offers a grounded view of where opportunity is emerging, and how disciplined investors are positioning for durability across cycles.

]]> In this episode of The Bridge by iCapital, Fortress Co‑CEO Jack Neumark joins Sonali Basak, Chief Investment Strategist at iCapital, to unpack how private credit is changing, where risk is commonly misunderstood, and why structure, underwriting, and downside protection matter more than ever.

From asset‑backed lending and real estate credit to the shifting role of banks and the return of lender leverage, Neumark offers a grounded view of where opportunity is emerging, and how disciplined investors are positioning for durability across cycles.

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